Senior Treasury Management Officer Irvine

Sunflower Bank Mortgage Lending; Irvine (CA); Vor Ort; USD 150.000 - 190.000; Vollzeit

Zusammenfassung

Sunflower Bank Mortgage Lending in Irvine, CA is seeking a Treasury Management Officer III. This full-time role focuses on developing and selling treasury management solutions to commercial clients, building strategic relationships, and managing proposals and contracts.

Responsibilities include analyzing customer needs, preparing pricing proposals, collaborating across departments on RFPs, and staying current on TM products, cash flow cycles, and risk management. Must be local to Orange County.

Qualifikationen

• Bachelors degree or higher in Finance/Accounting/Business/Management/Economics or similar.
• Minimum of 10 years in a financial institution.
• CTP designation preferred.
• Ability to self-source opportunities and lead share.
• Minimum of 5 years of RFP experience and ability to create proposals.
• Knowledge of treasury management products, cash-flow cycles and working capital.
• Strong risk/fraud assessment and value proposition understanding.
• Strong verbal and written communication skills.
• Strategic thinking, time management and organizational skills.

Aufgaben

• Provide high-quality service to internal and external customers, addressing needs and questions promptly.
• Prepare pro-forma analyses of product sales potential and pricing proposals.
• Review commercial relationships and recommend TM products and services.
• Design marketing and sales materials for TM products and support the sales cycle.
• Prepare contracts and documentation for TM products per company policies.
• Collaborate across departments on Commercial Banking proposals and RFPs.
• Maintain knowledge of TM solutions and pricing to stay competitive.
• Utilize reporting tools to identify and convert sales opportunities.
• Comply with applicable laws, regulations, and company policies.
• Perform other duties as assigned.

Kenntnisse

Treasury management

RFP experience

Sales leadership

Pricing proposals

Risk management

Verbal and written communication

Ausbildung

Bachelor’s degree in Finance/Accounting/Business

Tools

CRM software

Jobbeschreibung

Sunflower Bank Mortgage Lending in Irvine, CA is seeking a Treasury Management Officer III. This full-time role focuses on developing and selling treasury management solutions to commercial clients, building strategic relationships, and managing proposals and contracts.

Responsibilities include analyzing customer needs, preparing pricing proposals, collaborating across departments on RFPs, and staying current on TM products, cash flow cycles, and risk management. Must be local to Orange County.